Mary Anne Mclendon
Investment adviser representative at Vanguard Advisers, Inc.
29 yearsExperience
3 statesRegistered in
$344.6BFirm assets
31 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
29 years in the industry.
- Vanguard Advisers, Inc.Oct 2025 to now
- The Vanguard Group, Inc.Aug 2025 to now
- Vanguard Marketing CorporationAug 2025 to now
- UnemployedSep 2024 to Aug 2025
- UpsMar 2020 to Sep 2024
- Self-employedMay 2018 to May 2020
- UnemployedJan 1997 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (NC, SC, TX).
Vanguard Advisers, Inc.
$344.6BAssets managed
791,528Clients
2,464Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8112444
- Firm CRD
- 106715